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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Matt Brown who wrote (30140)	2/25/2008 9:21:05 AM
From: SI Bob	Read Replies (1) \| Respond to of 78774

If they stick with the same model they use here, I think they'll do very well. Walmart and the big grocery stores can only do one size. Huge. Quik-Trip, 7-11, and their ilk only do small, overpriced, and of dubious quality. Tesco easily sizes themselves for the location. There's a small one a few doors from the office and I usually get my lunch there. There's a considerably larger but not huge one close to my flat and I can stock up on groceries there, though it seems geared mostly toward those who might visit daily to buy that day's food. Though they do carry a decent amount of produce, so I can stock up on fruits and vegetables. In outlying areas there are ones rivaling the likes of Price Chopper, etc. And as far as I can tell, the quality and price of products are the same, no matter what size the store, and that might be a huge advantage for them. More people might go to the smaller ones since they won't be a last-resort shopping place like Quik-Trip. It's also interesting that, though I don't know if this is purposely a major part of the way they roll, they seem to go as environmentally-friendly and PC as they can where possible. For example, eggs are always from free-range hens. Although they may also avoid the quantity of preservatives we use. Where we can buy our milk with an expiration date weeks away, and it's usually still good a few days past that, any milk I've bought here expired only a few days after purchase and when they put an expiration date on it, they MEAN it. The day after that date, it turns into a disgusting solid. Do you know if they have ADR's? I think this company is not only going to fill a huge set of niches, I think they're going to take decent-sized bites out of the likes of Price Chopper and even Walmart.